SANTA BARBARA HOSPICE FOUNDATION (EIN 770009462) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

TOM BURK

Phone

8058821041

Tax Period

2024-07-01 to 2025-06-30

SANTA BARBARA HOSPICE FOUNDATION, founded in 1983, is a community nonprofit in the Human Services sector that reported $2.4M in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. Expenses of $2.2M left a modest 8% surplus.

Mission

TO PROVIDE FINANCIAL SUPPORT TO HOSPICE OF SANTA BARBARA, INC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,403,623

Other Revenue $0

TOTAL REVENUE $2,403,623

Expense Breakdown

Grants Paid $2,070,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,070,300

Other Expenses $148,173

TOTAL EXPENSES $2,218,473

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,403,623	$1,598,062	+0.5%
Expenses	$2,218,473	$2,278,647	0.0%
Net Income	$185,150	$-680,585	-1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TYLER POWELL	TRUSTEE	1.00	Director	$0	$0	$0
TOM STURGESS	TRUSTEE	1.00	Director	$0	$0	$0
BERKELEY JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
TOM BURK	PRESIDENT	1.00	Officer Director	$0	$0	$0
COURTNEY DESOTO	TRUSTEE	1.00	Director	$0	$0	$0
LINDA KHACHEK	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW CHUNG	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL CHAMPION	TRUSTEE	1.00	Director	$0	$0	$0
KELLY MARSH	TREASURER	1.00	Officer Director	$0	$0	$0
LAURICE DIB	TRUSTEE	1.00	Director	$0	$0	$0
ANGELA GREENSPAN	TRUSTEE	1.00	Director	$0	$0	$0
JULIANNA MALIS	TRUSTEE	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,403,623	$2,218,473	$47,584,537	$185,150
2024	$1,598,062	$2,278,647	$43,856,211	$-680,585
2023	$912,163	$2,261,393	$40,837,256	$-1,349,230
2022	$2,770,973	$2,269,705	$39,656,029	$501,268
2021	$2,904,950	$2,187,202	$47,656,629	$717,748
2020	$1,629,359	$1,745,789	$39,336,495	$-116,430
2019	$1,650,879	$1,735,585	$40,626,814	$-84,706
2018	$2,960,266	$1,538,530	$40,463,216	$1,421,736

SANTA BARBARA HOSPICE FOUNDATION